Transcript archive
A public index of Transcript Desk posts, with each full transcript hosted on Substack and linked back to its source video.
Brad Gerstner sits down with Gavin Baker and Andrew Fox of Atreides Management, alongside Altimeter partner Clark Tang, to break down how investors should think about the SpaceX IPO, xAI compute economics, orbital data centers, Fable 5 and Mythos, frontier-model revenue, and the latest AI capex math.
A professionally copyedited transcript of Patrick O’Shaughnessy’s Invest Like the Best conversation with Alex Sacerdote on AI S-curves, Anthropic, infrastructure scarcity, software disruption, hardware, and Whale Rock’s research process.
A professionally copyedited transcript of Jake Xia’s MIT OpenCourseWare lecture on portfolio construction, endowment management, rebalancing, gain-loss sizing, crowding behavior, and power-law market dynamics.
A professionally copyedited transcript of Logan Kilpatrick’s Google for Developers conversation with Jeff Dean, Koray Kavukcuoglu, Noam Shazeer, and Oriol Vinyals on the origins of Gemini, the Google Brain and DeepMind merger, Gemini 3.5 Flash, Omni, world models, distillation, data-efficient learning, self-learning agents, and what may come next.
A professionally copyedited transcript of Yann Dubois on GPT-5.5, post-training, reinforcement learning, reasoning models, evals, continual learning, agent harnesses, and where startups can still build.
Noam Brown and Francois Chaubard discuss definitions and measures of intelligence, AI evaluation benchmarks, the role of priors and compute, biological plausibility, academic challenges, open source models, and personal experiences in AI research.
A professionally copyedited transcript of Gavin Baker and Patrick O'Shaughnessy on AI infrastructure, watts and wafers, orbital compute, frontier models, chips, and geopolitics.
Jeff Bezos discusses wealth inequality, zeroing federal income taxes for the bottom half of earners, AI-driven productivity and labor shortages, space data centers, Blue Origin, Prometheus, the Washington Post, and the future of space industry.
A professionally copyedited transcript of SemiAnalysis Weekly’s episode on GPT 5.5, Claude 4.7, coding-agent token economics, DeepSeek, context windows, and the AI model race.
A professionally copyedited transcript of Professor Jiang’s Predictive History lecture on why he expects the United States and China to negotiate a grand bargain around finance, Taiwan, energy, AI, semiconductors, and manufacturing.
This is a professionally copyedited transcript of Molly O’Shea’s Sourcery interview with Jaimin Rangwalla, Coatue’s CIO of Public Investments, on the public-market implications of the AI buildout.
This is a professionally copyedited transcript of Chris Barber's interview with @bubbleboi about AI supply chain bottlenecks: HBM and DRAM, co-packaged optics, advanced packaging, substrates, PCBs, power delivery, OSAT, alternative accelerators, and the company-level exposure behind each constraint.
Midnight Capital (Midnight_Captl) is a fund focused on the AI hardware stack, ex-Apple Global Sourcing.
Lewis Howes talks with Robert Cialdini about the psychology of influence: reciprocity, commitment, social proof, liking, authority, scarcity, unity, and the ethical line between persuasion and manipulation.
In this View From The Top interview, Gintare Zukauskaite, MBA ’26, speaks with Daniela Amodei, Co-Founder and President of Anthropic.
In this Huberman Lab Essentials episode, my guest is Dr. Casey Halpern, MD, a professor of neurosurgery at the Perelman School of Medicine at the University of Pennsylvania. We discuss how deep brain stimulation and other neuromodulation approaches are being used to treat Parkinson's disease, obsessive-compulsive disorder (OCD), binge eating disorder and depression-related symptoms. We also explore the brain circuits that drive compulsions, cravings and impulsivity, as well as emerging non-invasive tools for predicting and treating harmful behaviors.
A professionally copyedited transcript of David Perell's conversation with Lulu Cheng Meservey on going direct, founder communication, message-market fit, social proof, launches, slogans, and crisis communication.
A professionally copyedited transcript of Andrew Huberman's conversation with Dr. Paul Conti on mental health, confidence, agency, compassionate curiosity, and balancing introspection with action.
A professionally copyedited transcript of Relentless's conversation with Lulu Cheng Meservey on founder storytelling, cult-like company cultures, strategic communication, and loyalty.
A professionally copyedited transcript of Machine Learning Street Talk's conversation with Beth Barnes and David Rein.
A professionally copyedited transcript of MTS's conversation with Balaji Srinivasan and Taylor Lorenz on creators, internet freedom, and indie media.
A professionally copyedited transcript of Jensen Huang's conversation with Dwarkesh Patel.
A professionally copyedited transcript of Tristan Brown's MIT OpenCourseWare lecture from MIT 21H.151 Dynastic China.
A professionally copyedited transcript of Sam Parr and Shaan Puri's conversation with Graham Weaver on My First Million.
A professionally copyedited transcript of Howard Stern's conversation with Sarah Jessica Parker.
A professionally copyedited transcript of Matt Turck's conversation with Felix Rieseberg on Claude Mythos, Claude Cowork, agent UX, and the future of software.
A cleaned-up readable transcript of Olga Loiek's breakdown of procrastination, the avoidance loop, and how to interrupt it.
A professionally copyedited transcript of Jakub Pachocki's conversation with Jacob on Unsupervised Learning.
